Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Inc Recruitment Direct • £18K/yr to £25K/yr
If you are looking to kick start your career as a sales assistant, then this is the place to be.
As they are a thriving sales and and marketing company, who are due to open new locations soon, they have opportunities available within their ever-expanding sales assistant and customer service team!
They pride themselves on a high standard of sales assistant coaching, product coaching and mentoring whilst providing their clients with new long-term customers.